Confirm Patient Insurance Eligibility

In this article, you will learn how to run a patient insurance eligibility check from a provider or corporate account.

Providers and enterprise corporate accounts are able to pull a list of appointments and check insurance availability for the associated patients through a batched insurance eligibility check. Patient insurance status is shown on the report itself and on the patient's patient detail's name card. 

To run a batch insurance eligibility check:

• Click Claims on the Dashboard list
• Click Batch Ins. Eligibility from the drop down list
• Select a date range for appointments, then click the Get Appointments button

To confirm patient insurance eligibility: 

• From the appointments, check the box at the top of the table to select all appointments or select the appointments individually.
  • Note: Patients without insurance information in their account will not have an available checkbox.
• After selecting appointments, click the +Submit Batch button to initiate the insurance eligibility check.
• Once submitted, patient insurance eligibility will be returned within 15 minutes. 
• Patient insurance eligibility is displayed on the batched insurance eligibility report and on the patient's patient details name card by hovering over the umbrella icon.